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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,592 | $180,466-27.1% | $154,114-14.6% | $135,382-2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.49% | 888.15%-895.6pp | 735.16%-742.7pp | 519.77%-527.3pp |
| Employer contribution / active EE | $12,491 | $6,035+107.0% | $5,298+135.8% | $4,779+161.4% |
| Participant deferral / active EE | $12,102 | $5,806+108.4% | $5,081+138.2% | $5,609+115.8% |
| Admin fee / account holder | $1,766 | $16,144-89.1% | $13,411-86.8% | $10,829-83.7% |